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Portfolio (Quarterly) Guide ↗

TRANSCEND CAPITAL ADVISORS, LLC

· CIK 0001776082
13F Portfolio $1.5B AUM 818 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 148 New 354 Added 222 Reduced 54 Exited
Page 20 of 41  ·  815 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 LEN LENNAR CORP CL A Consumer Cyclical 6,911.0 $625K 0.04% +485.0 +7.5% $90.49 -2.6%
382 BUFQ FT VEST LADDERED NASDAQ BUFFER ETF 15,847.0 $622K 0.04% +566.0 +3.7% $39.27 +0.2%
383 RBRK RUBRIK INC. CL A Technology 7,709.0 $619K 0.04% NEW $80.28 +22.1%
384 PFE PFIZER INC COM Healthcare 25,696.0 $619K 0.04% +7K +35.7% $24.08 +16.2%
385 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 3,260.0 $614K 0.04% -856.0 -20.8% $188.34 -24.1%
386 MOH MOLINA HEALTHCARE INC COM Healthcare 2,678.0 $612K 0.04% NEW $228.70 -13.2%
387 MTZ MASTEC INC COM Industrials 1,459.0 $607K 0.04% +10.0 +0.7% $416.06 -38.6%
388 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 4,245.0 $604K 0.04% +1K +38.8% $142.21 +5.7%
389 ATO ATMOS ENERGY CORP COM Utilities 3,490.0 $601K 0.04% +1K +56.3% $172.27 -2.6%
390 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 1,707.0 $598K 0.04% +21.0 +1.2% $350.08 -11.3%
391 ASLV ALLSPRING SPECIAL LARGE VALUE ETF 19,909.0 $598K 0.04% $30.01 +3.6%
392 IYW ISHARES U.S. TECHNOLOGY ETF 2,360.0 $595K 0.04% $252.19 -3.2%
393 NOV NOV INC COM Energy 32,053.0 $595K 0.04% +3K +8.5% $18.55 +6.5%
394 TPR TAPESTRY INC COM Consumer Cyclical 4,059.0 $594K 0.04% +489.0 +13.7% $146.38 -9.7%
395 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 6,177.0 $594K 0.04% +100.0 +1.6% $96.12 -49.1%
396 DVN DEVON ENERGY CORP NEW COM Energy 14,348.0 $593K 0.04% +4K +41.7% $41.32 +16.7%
397 SYY SYSCO CORP COM Consumer Defensive 7,037.0 $588K 0.04% +3K +55.5% $83.58 +0.3%
398 NOW SERVICENOW INC COM Technology 5,910.0 $587K 0.04% -6K -49.0% $99.28 +29.0%
399 VRSN VERISIGN INC COM Technology 2,328.0 $586K 0.04% +1K +155.0% $251.56 +15.6%
400 EQIX EQUINIX INC COM Real Estate 557.0 $580K 0.04% +159.0 +40.0% $1041.65 +1.3%
Page 20 of 41  ·  815 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Financial Services 22.4%
Healthcare 11.6%
Industrials 8.0%
Consumer Cyclical 7.5%
Communication Services 4.7%
Consumer Defensive 3.5%
Utilities 2.7%
Energy 2.5%
Real Estate 1.9%